Finance integration in NetSuite: A checklist to assess your ERP setup

Many finance teams assume that if they integrate third-party systems from outside their ERP into NetSuite, their financial workflows will become seamless. The reality? Where your financial workflows happen, matters just as much as how they connect.

Every external finance tool creates a potential point of failure – adding workarounds, data gaps and compliance risks.

This checklist helps you assess whether your current finance setup in ERP is built for long-term control – or if fragmented integrations are introducing risk.

What’s inside:

• Security & compliance risks – How much of your financial data is truly under control?
• Operational bottlenecks – Are external tools forcing manual workarounds, slowing down close cycles?
• Financial data integrity – Are revenue recognition, reconciliations and reporting truly aligned inside NetSuite?
• System reliability – Would your finance workflows survive an integration failure?
• Administrative overhead – Are disconnected finance tools costing more than they’re solving?

If your finance stack depends on disconnected tools, it’s working against you. This checklist gives you a clear, structured way to assess where your risks are – and what to do about them. Download the checklist here.